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Brandon Christopher Yonke

Charles Schwab & Co., Inc.

Lone Tree, CO

Richfield, OH

CRD 6630815

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-11-17
  • CO RA
    APPROVED
    Since 2017-11-17

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Bank Lone Tree CO 03/2016 Present
Charles Schwab & Co., Inc. Lone Tree CO 07/2019 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-17
S63 Uniform Securities Agent State Law Examination 2016-08-23
  • S66 Uniform Combined State Law Examination
    2017-11-17
  • S63 Uniform Securities Agent State Law Examination
    2016-08-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Nearby Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS

Nearby Offices

STRATEGIC ADVISERS LLC · LONE TREE, CO
LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO

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